|
301
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$1.2M
|
+$1.2M
|
+11,761
|
New
|
|
|
302
|
Wakefield Asset Management
Englewood,
Colorado
|
$1.19M
|
-$4.57M
|
-44,940
|
-79%
|
|
|
303
|
RDA Financial Network
Akron,
Iowa
|
$1.17M
|
+$59.4K
|
+584
|
+5%
|
|
|
304
|
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
|
$1.17M
|
-$90.3K
|
-888
|
-7%
|
|
|
305
|
Column Capital Advisors
Indianapolis,
Indiana
|
$1.16M
|
+$1.16M
|
+11,405
|
New
|
|
|
306
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$1.14M
|
+$32.1K
|
+316
|
+3%
|
|
|
307
|
Marcum Wealth
Cleveland,
Ohio
|
$1.14M
|
+$1.14M
|
+11,247
|
New
|
|
|
308
|
Private Trust Company
Cleveland,
Ohio
|
$1.13M
|
–
|
–
|
–
|
|
|
309
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$1.12M
|
-$373K
|
-3,672
|
-25%
|
|
|
310
|
Belpointe Asset Management
Reno,
Nevada
|
$1.12M
|
+$512K
|
+5,037
|
+84%
|
|
|
311
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$1.11M
|
+$116K
|
+1,146
|
+12%
|
|
|
312
|
Powell Investment Advisors
Miami,
Florida
|
$1.07M
|
+$1.07M
|
+10,546
|
New
|
|
|
313
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$1.06M
|
+$1.06M
|
+10,450
|
New
|
|
|
314
|
Verity Asset Management
Durham,
North Carolina
|
$1.04M
|
+$22.1K
|
+217
|
+2%
|
|
|
315
|
Hilltop Holdings
Dallas,
Texas
|
$1.04M
|
-$60.1K
|
-591
|
-5%
|
|
|
316
|
Legacy Wealth Planning
Reno,
Nevada
|
$1.03M
|
+$1.03M
|
+10,170
|
New
|
|
|
317
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.03M
|
+$217K
|
+2,136
|
+27%
|
|
|
318
|
Old National Bancorp
Evansville,
Indiana
|
$1.01M
|
-$50.8K
|
-500
|
-5%
|
|
|
319
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1M
|
+$1M
|
+9,879
|
New
|
|
|
320
|
Anchor Investment Management
Columbia,
South Carolina
|
$1M
|
–
|
–
|
–
|
|
|
321
|
Allianz Investment Management US
Minneapolis,
Minnesota
|
$999K
|
–
|
–
|
–
|
|
|
322
|
Lido Advisors
Los Angeles,
California
|
$997K
|
+$49.5K
|
+487
|
+5%
|
|
|
323
|
Perigon Wealth Management
San Francisco,
California
|
$997K
|
+$530K
|
+5,210
|
+113%
|
|
|
324
|
Avantax Advisory Services
Dallas,
Texas
|
$959K
|
+$959K
|
+9,438
|
New
|
|
|
325
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$951K
|
-$626K
|
-6,156
|
-40%
|
|
